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Portland General Electric
POR

Overview Fund Activity

348 hedge funds and large institutions have $4.77B invested in Portland General Electric in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 29 closing their positions.

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
6.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
48
Increased
114
Reduced
126
Closed
29
Calls
$696K
Puts
$5K
Net Calls
+$691K
Net Calls Change
+$1.44M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$91.6M
2
Millennium Management
2
Millennium Management
New York
$104M
3
Truist Financial
3
Truist Financial
North Carolina
$30.8M
4
APG Asset Management
4
APG Asset Management
Netherlands
$41.6M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$92.9M

Top Sellers

1
CC
1
Carlson Capital
Texas
$0
2
LSV Asset Management
2
LSV Asset Management
Illinois
$23.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$62.2M
4
CRCP
4
Copper Rock Capital Partners
Massachusetts
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$84.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
276
Smithfield Trust
Pennsylvania
$126K 2,252 -63 -3%
TRCT
277
Tower Research Capital (TRC)
New York
$116K 2,076 +103 +5%
NIT
278
NumerixS Investment Technologies
British Columbia, Canada
$112K 2,000 -700 -26%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$112K 2,000 – –
TPWA
280
TRUE Private Wealth Advisors
Oregon
$110K 1,965 +1,965 New
AssetMark Inc
281
AssetMark Inc
California
$73K 1,307 +543 +71%
LWCFA
282
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K 1,143 – –
MSFP
283
Mark Sheptoff Financial Planning
Connecticut
$61K 1,100 – –
HNB
284
Huntington National Bank
Ohio
$56K 1,000 – –
HPC
285
HM Payson & Co
Maine
$56K 1,000 – –
PCM
286
Penserra Capital Management
California
$55K 1,000 -92 -8%
Chevy Chase Trust
287
Chevy Chase Trust
Maryland
$53K 948 +948 New
PCM
288
Prelude Capital Management
New York
$53K 949 +949 New
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$49K 879 +879 New
IAS
290
IMA Advisory Services
Colorado
$44K 786 – –
CIA
291
ClearBridge Investments (Australia)
Australia
$42K 767 -33 -4%
CIA
292
Cascade Investment Advisors
Oregon
$40.6K 727 – –
FMT
293
First Mercantile Trust
Tennessee
$35K 627 +39 +7%
FHA
294
Flagship Harbor Advisors
Massachusetts
$30K 539 +4 +0.7%
CFB
295
Cullen/Frost Bankers
Texas
$29K 520 -880 -63%
SIM
296
Sonora Investment Management
Arizona
$28K 500 – –
RWA
297
Ropes Wealth Advisors
Massachusetts
$28K 500 – –
IA
298
IFP Advisors
Florida
$27K 478 – –
PCG
299
Private Capital Group
Connecticut
$27K 482 – –
SPIA
300
Steward Partners Investment Advisory
New York
$27K 500 – –
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12
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